Tips and Tricks

Are you using Salesforce community to collaborate with your customers? Take note of the following to ensure that your community is secured and your data privacy between customers is protected: Make sure the related profile does not have “Modify All” and “View All” object permission (the most restricted object access) Make sure users only have…

Processes and Flows are great features in Salesforce. They help in solving the majority of automation requirements. However, most errors we encounter are sometimes unavoidable. When a Process/Flow fails to execute accordingly, a detailed error email is sent to the user who last modified the Process/Flow (this is the default behaviour). Example In some…

Salesforce has mentioned that “subdomain makes your org more secure”. But why do you need to set it up? Because it is required to use the following in Salesforce: Lightning Components – Lightning component tabs, Lightning App Builder, Lightning Pages or Standalone apps. Single sign-on (SSO) with external identity providers. Social sign-on with authentication providers…

Salesforce Summer ’18 release has introduced us to sub-folder for Reports & Dashboards. What does sub-folder do? It allows you to have a main folder with multiple subfolders within it. Currently, Salesforce only allows folder sharing at the root level. The issue with this is that if you want to share a sub-folder,…

Most organisations have an approval process which can be moved to Salesforce. When setting up the approval process, note that the setup can get tricky if you have to closely match an approval process to a manual process. Our example below will be based on a scenario of an individual who plays numerous roles within…

Are you sick and tired of having to choose required email templates when sending emails from a Salesforce record (e.g, contact) in lightning experience? Well, you can now a peace of mind. Salesforce Spring ’18 release has introduced a simple enhancement to show a list of “Recently Used Templates” when you click on the “Insert, create…

APEX Switch Statements was introduced in the Salesforce Summer 18 release. What are APEX Switch Statements? Switch Statements are a programming control structure. They can be a substitute when using nested if-else control structures. Until the Summer 18 Release, Salesforce APEX code didn’t have this ability. Did you know that This Salesforce idea has been circling on…

The Boomi LDAP Connector is enhanced to support multivalued, attribute usage in Create and Update object operation with a simple delimiter. This enhancement will be available to the public in Boomi’s June’18 release. To enable this feature, Create/navigate to any create/update LDAP connector operation Check the checkbox in the Operation options under ‘Enable Splitting’…

Salesforce has introduced a new “Lightning Experience Configuration Converter” tool to help you in migrating your Salesforce instance from Classic to Lightning experience. So what can this tool do for you? Currently, it only supports custom button conversion. This is mainly used to convert javascript buttons to lightning ready components, such as custom action or lightning…